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Asset Management

The challenges you face

The demand for investment solutions is changing. Investors are increasingly concerned about directing their savings to companies that behave responsibly, or even directly financing sustainable development projects. The challenge for asset managers is therefore to offer sustainable finance solutions, which are developed with a long-term vision of the impacts of the underlying investments, capable of combining a return and providing measures of impact. Asset managers owe it to their clients to make informed investment decisions that carefully consider financial, operational and reputational risks. As such, their fiduciary duty expands to consider non-financial impacts (impacts on the environment and on society) in their search for long-term profit. Corporate practices of asset managers should at least meet or exceed the standards imposed on the invested entities, it is  as such mandatory for asset managers to integrate sustainability into their own operations and to be transparent about targets and progresses made.

The answer we provide

  • Due diligence, risk and impact assessment
  • Definition of strategies and implementation
  • Extra-financial reporting and ESG disclosures (GRI, SASB, PRI, CDP, TCFD, etc.)
  • Stakeholder engagement, active voting
  • Climate change, tax transparency, compliance and ethics, human rights, community programs

The services we offer

Some of the standards we work with

  • Materiality, Double Materiality, Dynamic Materiality
  • UNEP-Finance Initiative Principles for Responsible Investment (UNEP-FI PRI)
  • Global Reporting Initiative Standards (GRI)
  • Integrated Reporting framework (IIRC)
  • TaskForce on Climate-related Financial Disclosure (TCFD)
  • Sustainability Accounting Standards Board (SASB)
  • Carbon Disclosure Project (CDP)
  • EU Commission Action Plan for Sustainable Finance (EU Taxonomy, EU Regulation on sustainability-related disclosures in the financial sector)

The reasons why they choose us

  • Long-term sustainability expertise: our firm is 100% focused on integrating sustainability into organizations
  • Strategic & operational experience: our team is organized and specialized by industry and markets to meet sectorial challenges
  • Customization: our services are adapted to the organizations’ size, corporate culture and sustainability maturity
  • Cross-standards approach: we work with international standards to meet complementary regulatory and normative requirements, and create bridges
  • Independence: providing our clients with independent advisory